Your Retirement Center
Financial Planning Overview
In Financial Planning Basics, you’ll find out how to develop a financial plan and what key questions to ask if you seek help from a financial professional. You can also learn about building investment accounts by reinvesting your earnings.
In Tax Planning, you’ll find strategies to help ease the tax bite. You’ll also learn about figuring capital gain and loss and how your home offers tax shelter in the form of mortgage interest and real estate tax deductions.
In Education Planning, you can compare education investment options, such as Coverdell education savings accounts (ESAs) and 529 savings plans. You’ll also find out about other ways to save, such as custodial accounts, and how financial aid can help ease college costs.